Our Wealth Philosophy
How do we help you create and think about wealth?
Why do we serve university faculty and staff?
Historically, universities have been a place for individuals to gather and pursue knowledge. Sir John Henry Newman speaks of universities as, “a place for mutual edification for all those in attendance”. Our firm believes that the more our clients have to invest in their children, education, and philanthropy, the better off we all are. A university education has historically been a driver for upward economic mobility in the United States. University Wealth Advisors chooses to work with faculty and staff of universities because by doing so we help those who are helping the next generation. University faculty and staff often find that our “academic” wealth philosophy aligns with the unique challenges that face them.
The “academic” wealth philosophy entails using decades of historical data to manage wealth and make financial decisions. We believe in making decisions based on supporting facts, not merely speculating on what the markets will do. For this reason our firm is very pragmatic for the busy professional, who doesn’t want to spend their time pondering the performance of small capitalization equities over the next 6 months…
Cause & Purpose
The Charis Project is the cause partner of University Wealth Advisors. Together we aim to bring people out of poverty through establishing financial infrastructure and promoting financial literacy. University Wealth Advisors donates to The Charis Project for every person that becomes a client of our firm. The Charis Project establishes Village Savings and Loan Associations, which provide a safe way for citizens of impoverished nations to access loans and deposit money to earn interest. This is imperative to keeping families away from high interest loan sharks that prey upon those in underdeveloped nations. The Charis Project also teaches these families how to manage their household finances so they can be financially secure.
- “We utilize historical financial data to help clients make wise, prudent, and sound financial decisions. With our client portal we allow clarity in your finances and create a plan that busy professionals can stick to.”
